Christopher Bloomstran - Semper Augustus Investments Group 13F Activity & Position Changes (Q2 2019)

As of Jun 30, 2019, the Semper Augustus Investments Group portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q2 2019, the filing reported:

New Buys - None reported

Increases - Cummins Inc., Costco Wholesale Corporation, Walt Disney Company (The), Equinor ASA, Intel Corporation, and 8 more

Reductions - American Express Company, Berkshire Hathaway Inc., Dollar General Corporation, Hexcel Corporation, Mercury General Corporation, and 1 more

Complete Exits - None reported

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2019	AXP American Express Company	American Express Company	Sell	-859	-4.0%	$2.52K	20,425
Q2 2019	BRK-A Berkshire Hathaway Inc.	Berkshire Hathaway Inc.	Sell	-1	-1.2%	$26.74K	84
Q2 2019	CMI Cummins Inc.	Cummins Inc.	Buy	+30	+0.1%	$5.02K	29,311
Q2 2019	COST Costco Wholesale Corporation	Costco Wholesale Corporation	Buy	+14	+0.1%	$5.16K	19,530
Q2 2019	DG Dollar General Corporation	Dollar General Corporation	Sell	-742	-1.3%	$7.35K	54,405
Q2 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+37	+0.2%	$3.00K	21,505
Q2 2019	EQNR Equinor ASA	Equinor ASA	Buy	+7,298	+6.8%	$2.28K	115,113
Q2 2019	HXL Hexcel Corporation	Hexcel Corporation	Sell	-3,130	-4.8%	$4.99K	61,632
Q2 2019	INTC Intel Corporation	Intel Corporation	Buy	+18,843	+91.1%	$1.89K	39,520
Q2 2019	KGC Kinross Gold Corporation	Kinross Gold Corporation	Buy	+3,562	+0.3%	$4.22K	1,087,314
Q2 2019	MCY Mercury General Corporation	Mercury General Corporation	Sell	-44,992	-29.4%	$6.75K	108,043
Q2 2019	MDT Medtronic	Medtronic	Buy	+56	+1.1%	$497.00	5,106
Q2 2019	N6596X109 NXP Semiconductors	NXP Semiconductors	Buy	+206	+0.4%	$5.15K	52,798
Q2 2019	NEM Newmont Corporation	Newmont Corporation	Buy	+113,823	+65.2%	$11.09K	288,349
Q2 2019	SBUX Starbucks Corporation	Starbucks Corporation	Sell	-58,809	-34.0%	$9.55K	113,915
Q2 2019	SMHI SEACOR Marine Holdings Inc.	SEACOR Marine Holdings Inc.	Buy	+350	+0.1%	$4.81K	321,498
Q2 2019	SWKS Skyworks Solutions, Inc.	Skyworks Solutions, Inc.	Buy	+1,427	+2.4%	$4.67K	60,430
Q2 2019	WAFD WaFd, Inc.	WaFd, Inc.	Buy	+298	+0.6%	$1.90K	54,320
Q2 2019	XOM Exxon Mobil Corporation	Exxon Mobil Corporation	Buy	+185	+0.2%	$8.43K	110,024